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Vanguard Mortgage-Backed Securities ETF (VMBS) Institutional Ownership

Vanguard Mortgage-Backed Securities ETF logo
$45.65 0.00 (0.00%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Number of
Institutional Buyers
(last 12 months)
381
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
224
Total
Institutional Outflows
(last 12 months)
$1.60B
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VMBS Institutional Buying and Selling by Quarter

Vanguard Mortgage-Backed Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 TD Private Client Wealth LLC3,260,561$153.93M4.4%+13.1%0.842%
11/18/2024 Continental Investors Services Inc.5,659$267K0.5%+11.4%0.001%
11/15/2024 Brophy Wealth Management LLC137,779$6.51M2.3%N/A0.036%
11/15/2024 Executive Wealth Management LLC1,090,565$51.49M4.0%+2.1%0.281%
11/15/2024 Continuum Advisory LLC12,434$567K0.1%+19.8%0.003%
11/15/2024 Drucker Wealth 3.0 LLC27,269$1.29M0.3%-11.9%0.007%
11/15/2024 Hamilton Capital LLC314,393$14.40M1.1%+6.1%0.081%
11/15/2024 Nomura Asset Management Co. Ltd.37,592$1.78M0.0%-87.5%0.010%
11/15/2024 MML Investors Services LLC557,555$26.32M0.1%+12.3%0.144%
11/15/2024 Orion Portfolio Solutions LLC500,044$23.61M0.5%-1.9%0.129%
11/15/2024 Zacks Investment Management185,703$8.77M0.1%+10.6%0.048%
11/15/2024 EP Wealth Advisors LLC11,831$559K0.0%-25.4%0.003%
11/15/2024 Insigneo Advisory Services LLC5,476$259K0.0%+28.0%0.001%
11/15/2024 Jane Street Group LLC141,142$6.66M0.0%N/A0.036%
11/15/2024 Kovitz Investment Group Partners LLC2,036,034$95.91M0.6%+976.7%0.525%
11/15/2024 Stifel Financial Corp5,627,553$265.68M0.3%+3.1%1.452%
11/15/2024 SageView Advisory Group LLC6,755$319K0.0%+5.6%0.002%
11/15/2024 IHT Wealth Management LLC6,177$292K0.0%N/A0.002%
11/15/2024 Integrated Wealth Concepts LLC8,167$386K0.0%+28.1%0.002%
11/15/2024 Janus Henderson Group PLC430,076$20.30M0.0%+305.5%0.111%
11/15/2024 HighTower Advisors LLC703,258$33.20M0.0%+3.4%0.181%
11/15/2024 Hilltop Holdings Inc.9,873$466K0.0%N/A0.003%
11/15/2024 Arrowroot Family Office LLC35,198$1.66M1.0%+18.8%0.009%
11/15/2024 Ascent Group LLC42,065$1.99M0.2%-6.6%0.011%
11/15/2024 Kestra Investment Management LLC648,805$30.63M1.3%+42.1%0.167%
11/14/2024 Semmax Financial Advisors Inc.38,635$1.76M0.5%+5.9%0.010%
11/14/2024 Cobblestone Capital Advisors LLC NY34,400$1.62M0.1%+1.8%0.009%
11/14/2024 Acropolis Investment Management LLC1,563,560$73.82M4.4%+5.7%0.404%
11/14/2024 Arete Wealth Advisors LLC13,772$649K0.1%-36.3%0.004%
11/14/2024 Captrust Financial Advisors25,071$1.18M0.0%-13.9%0.006%
11/14/2024 Rockefeller Capital Management L.P.373,097$17.61M0.0%-4.8%0.096%
11/14/2024 Financial Counselors Inc.5,743$271K0.0%N/A0.001%
11/14/2024 WFA of San Diego LLC47,309$2.23M1.9%+22.7%0.012%
11/14/2024 Bell Investment Advisors Inc878,095$41.46M7.6%+4.0%0.227%
11/14/2024 CreativeOne Wealth LLC321,432$15.18M0.5%+13.1%0.083%
11/14/2024 Cravens & Co Advisors LLC201,795$9.53M7.4%+5.4%0.052%
11/13/2024 Freedom Investment Management Inc.139,508$6.59M0.5%+5.3%0.036%
11/13/2024 Townsquare Capital LLC55,368$2.61M0.0%-7.2%0.014%
11/13/2024 FMR LLC15,647$739K0.0%+17.2%0.004%
11/13/2024 Bank of Montreal Can124,215$5.88M0.0%+88.3%0.032%
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11/13/2024 Private Trust Co. NA5,427$256K0.0%+45.3%0.001%
11/13/2024 Hancock Whitney Corp57,438$2.71M0.1%+0.6%0.015%
11/13/2024 Truvestments Capital LLC736$35K0.0%N/A0.000%
11/13/2024Fisher Asset Management LLC78,094$3.69M0.0%+0.3%0.020%
11/12/2024Larson Financial Group LLC10,171$480K0.0%+15.9%0.003%
11/12/2024 Kingsview Wealth Management LLC12,709$600K0.0%N/A0.003%
11/12/2024 Great Valley Advisor Group Inc.19,525$922K0.0%+12.7%0.005%
11/12/2024 Certified Advisory Corp58,119$2.74M0.3%+37.1%0.015%
11/12/2024 Nwam LLC5,149$243K0.0%N/A0.001%
11/12/2024 Accretive Wealth Partners LLC6,132$289K0.1%-19.1%0.002%
11/12/2024 Eagle Asset Management Inc.21,773$1M0.0%+85.2%0.006%
11/12/2024 Charles Schwab Investment Management Inc.120,664,879$5.70B1.1%-14.6%31.142%
11/9/2024 LPL Financial LLC5,180,600$244.58M0.1%+3.7%1.337%
11/8/2024 Citizens Financial Group Inc. RI17,999$850K0.0%-6.7%0.005%
11/8/2024 EverSource Wealth Advisors LLC222,667$10.51M0.7%+0.6%0.057%
11/8/2024 First Horizon Advisors Inc.54,054$2.55M0.1%-4.9%0.014%
11/8/2024 Advisors Asset Management Inc.10,663$503K0.0%+56.1%0.003%
11/8/2024 Roger Wittlin Investment Advisory LLC63,205$2.98M1.7%+1.9%0.016%
11/8/2024 Avior Wealth Management LLC1,819$86K0.0%-48.8%0.000%
11/8/2024 PNC Financial Services Group Inc.164,622$7.77M0.0%-32.6%0.042%
11/8/2024 Summit Wealth Group LLC30,768$1.45M0.4%-2.3%0.008%
11/7/2024 Pathstone Holdings LLC168,765$7.97M0.0%+1.5%0.044%
11/7/2024 Equity Investment Corp65,840$3.11M0.1%-1.1%0.017%
11/7/2024 Phillips Financial Management LLC62,879$2.97M0.2%-0.7%0.016%
11/7/2024 Prudent Man Advisors LLC56,483$2.67M0.9%+2.0%0.015%
11/7/2024 Westfuller Advisors LLC18,339$866K0.6%N/A0.005%
11/7/2024 Gilbert & Cook Inc.5,851$276K0.0%+13.6%0.002%
11/7/2024 Thrivent Financial for Lutherans201,154$9.50M0.0%+42.8%0.052%
11/7/2024 Claro Advisors LLC66,734$3.15M0.4%+4.4%0.017%
11/7/2024 Obsidian Personal Planning Solutions LLC171,230$7.84M3.8%+16.8%0.044%
11/7/2024 Peterson Financial Group Inc.14,057$664K2.6%-8.0%0.004%
11/6/2024 Cutler Investment Counsel LLC7,534$356K0.0%-17.0%0.002%
11/6/2024 Seelaus Asset Management LLC12,722$601K0.6%+22.4%0.003%
11/6/2024 Archer Investment Corp5,067$239K0.1%+21.9%0.001%
11/6/2024 Bard Associates Inc.44,613$2.11M0.7%-2.2%0.012%
11/6/2024 Vectors Research Management LLC313,269$14.79M4.5%-9.9%0.081%
11/6/2024 OneDigital Investment Advisors LLC36,854$1.74M0.0%+12.2%0.010%
11/6/2024 Lifeworks Advisors LLC10,595$500K0.1%N/A0.003%
11/6/2024 Intelligence Driven Advisers LLC626,029$29.56M4.2%N/A0.162%
11/6/2024 Valtinson Bruner Financial Planning LLC77,731$3.67M1.3%+43.6%0.020%
11/6/2024 Kovack Advisors Inc.14,987$708K0.1%+4.1%0.004%
11/6/2024 Oppenheimer & Co. Inc.9,214$435K0.0%-30.5%0.002%
11/6/2024 Cornerstone Planning Group LLC2,776$128K0.0%-41.2%0.001%
11/6/2024 Pinnacle Financial Partners Inc4,429$209K0.0%-14.7%0.001%
11/5/2024 Victory Capital Management Inc.1,064,487$50.25M0.0%-10.7%0.275%
11/5/2024 Aptus Capital Advisors LLC2,333$110K0.0%-28.5%0.001%
11/5/2024 Savvy Advisors Inc.108,434$5.12M1.0%+102.2%0.028%
11/5/2024 Proactive Wealth Strategies LLC5,454$257K0.1%N/A0.001%
11/5/2024 Verus Capital Partners LLC12,217$577K0.1%-45.2%0.003%
11/5/2024 First National Trust Co228,769$10.80M0.4%+14.8%0.059%
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11/5/2024 Harbour Investments Inc.69,779$3.29M0.1%+140.1%0.018%
11/5/2024 Fountainhead AM LLC263,996$12.46M2.6%+9.1%0.068%
11/4/2024 Jaffetilchin Investment Partners LLC424,770$20.05M1.5%+5.0%0.110%
11/4/2024 Proffitt & Goodson Inc.315,334$14.89M2.4%+1.2%0.081%
11/4/2024 Ashton Thomas Securities LLC20,828$983K0.2%+2.4%0.005%
11/4/2024 Park Avenue Institutional Advisers LLC412,915$19.49M36.3%-21.4%0.107%
11/4/2024 Baker Avenue Asset Management LP53,612$2.53M0.1%+6.4%0.014%
11/4/2024 Axxcess Wealth Management LLC42,443$2.00M0.0%+21.2%0.011%
11/4/2024 Disciplined Investments LLC18,445$871K0.4%-7.2%0.005%
11/4/2024 Sigma Planning Corp15,469$730K0.0%+6.3%0.004%
(Data available from 1/1/2016 forward)

VMBS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VMBS shares?

During the previous two years, 624 institutional investors and hedge funds held shares of Vanguard Mortgage-Backed Securities ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($6.16B), Charles Schwab Investment Management Inc. ($5.70B), Bank of America Corp DE ($2.34B), Envestnet Asset Management Inc. ($867.83M), JPMorgan Chase & Co. ($458.24M), Bank of New York Mellon Corp ($456.51M), and Assetmark Inc. ($360.78M).Learn more on VMBS's institutional investors.

Which institutional investors have been buying Vanguard Mortgage-Backed Securities ETF stock?

Of the 552 institutional investors that purchased Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Advisory Inc. ($24.78M), Bank of America Corp DE ($14.14M), Morningstar Investment Services LLC ($4.72M), Envestnet Portfolio Solutions Inc. ($3.84M), Bank of New York Mellon Corp ($3.77M), Adviser Investments LLC ($3.70M), and Envestnet Asset Management Inc. ($2.99M).

How much institutional buying is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have bought a total of 111,754,039 shares in the last 24 months. This purchase volume represents approximately $7.26B in transactions.

Which Vanguard Mortgage-Backed Securities ETF major shareholders have been selling company stock?

Of the 366 institutional investors that sold Vanguard Mortgage-Backed Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($22.15M), Envestnet Asset Management Inc. ($3.76M), Bank of America Corp DE ($3.62M), Adviser Investments LLC ($3.50M), Assetmark Inc. ($3.22M), Mather Group LLC. ($3.20M), and Raymond James & Associates ($1.87M).

How much institutional selling is happening at Vanguard Mortgage-Backed Securities ETF?

Institutional investors have sold a total of 62,728,538 shares in the last 24 months. This volume of shares sold represents approximately $3.61B in transactions.



This page (NASDAQ:VMBS) was last updated on 11/21/2024 by MarketBeat.com Staff
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